How We Work

FIRST, WE LEARN.

THEN, WE CHART YOUR COURSE.

We start the process of creating your personal financial roadmap with a conversation centered on three questions:

What matters most to you?
What’s your current financial situation?
What’s your vision for your future?

Knowing your goals, hopes and dreams not only helps us begin to build your plan, but it also begins a relationship that will continue and deepen over many years.

We use the information we gather to build a customized portfolio that reflects your unique needs. Many advisors are content to put their clients into passive portfolios, but we do not believe that serves CMB Wealth Solutions clients best. With sophisticated investment planning tools and market-leading research from our partners at LPL Financial, we craft a portfolio that includes the types of investments that you are comfortable with and tracks most closely with your goals.

During your working years, we focus your plan on accumulating wealth and protecting your wealth by managing risk. When you are ready to retire, our strategies shift toward ways to convert the wealth you have built into retirement income. Eventually, we help you plan your legacy by discussing how you would like to transfer wealth to your heirs. All along the way, we monitor your progress and make changes when needed.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.